For some time, we’ve been sharing through this and other channels what the First Family Office of the Americas is all about. It’s an exclusive service that provides legal, fiduciary, and tax coordination for families with complex family situations or fiduciary structures. It’s designed for clients who qualify as UHNW (Ultra High NetWorth) or institutional clients. In our last newsletter, we provided information on the importance of this service for private bankers and multi-family offices.
This time, we want to share a video (in Spanish) to explain another crucial aspect of this service, which is aimed at collaborating, without replacing anyone, with financial advisors.
Diagnosis, support, or execution: at any stage that we are needed, we can be there alongside the financial advisor and their clients.